Montecito Bank & Trust - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 289 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Montecito Bank & Trust ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2023$1,268,045
+299.3%
39,417
+250.1%
0.27%
+268.9%
Q3 2023$317,532
-2.0%
11,2600.0%0.07%0.0%
Q2 2023$324,175
-1.8%
11,260
-2.6%
0.07%
-6.3%
Q1 2023$330,154
+94229.7%
11,560
-6.0%
0.08%
-7.1%
Q4 2022$350
-99.9%
12,2950.0%0.08%
+3.7%
Q3 2022$316,000
-5.4%
12,295
+3.8%
0.08%
+3.8%
Q2 2022$334,000
-11.4%
11,8400.0%0.08%
+11.3%
Q1 2022$377,000
-3.1%
11,8400.0%0.07%
+2.9%
Q4 2021$389,000
+6.6%
11,8400.0%0.07%
-2.8%
Q3 2021$365,000
-3.4%
11,8400.0%0.07%
-2.7%
Q2 2021$378,000
+2.4%
11,8400.0%0.07%
-5.2%
Q1 2021$369,000
+7.0%
11,840
-8.6%
0.08%
+1.3%
Q4 2020$345,000
+12.4%
12,960
-11.0%
0.08%
-2.6%
Q3 2020$307,000
-3.2%
14,560
-2.7%
0.08%
-10.3%
Q2 2020$317,000
-9.9%
14,960
-23.3%
0.09%
-24.3%
Q1 2020$352,000
-43.2%
19,517
-9.7%
0.12%
-30.7%
Q4 2019$620,000
+4.7%
21,614
+0.0%
0.17%
-5.7%
Q3 2019$592,000
-6.3%
21,613
-7.3%
0.18%
-7.9%
Q2 2019$632,000
-56.6%
23,309
-55.9%
0.19%
-57.1%
Q1 2019$1,455,000
+44.8%
52,829
+29.0%
0.44%
+28.2%
Q4 2018$1,005,000
+37.5%
40,958
+66.5%
0.35%
+59.2%
Q3 2018$731,000
+30.5%
24,600
+30.2%
0.22%
+21.8%
Q2 2018$560,000
+8.1%
18,8950.0%0.18%
+5.3%
Q1 2018$518,000
-15.6%
18,895
-10.6%
0.17%
+3.7%
Q4 2017$614,000
+3.7%
21,141
+200.0%
0.16%
-20.0%
Q3 2017$592,000
+4.4%
7,0470.0%0.20%
+0.5%
Q2 2017$567,000
-6.6%
7,047
-6.4%
0.20%
-8.1%
Q1 2017$607,000
-70.4%
7,532
-69.6%
0.22%
-69.0%
Q4 2016$2,053,000
-34.4%
24,814
-40.3%
0.72%
-44.3%
Q3 2016$3,129,00041,5971.29%
Other shareholders
WISDOMTREE TR shareholders Q2 2023
NameSharesValueWeighting ↓
Cranberry Lake Advisors LLC 341,265$9,351,00019.28%
EisnerAmper Wealth Management Corporate Benefits, LLC 313,153$8,580,0007.20%
Starfire Investment Advisers, Inc. 326,609$8,949,0004.66%
Seneca House Advisors 145,267$3,980,0003.33%
CAPITAL WEALTH MANAGEMENT, LLC 125,031$3,426,0003.21%
Fluent Financial, LLC 143,748$3,920,0002.72%
Opus Capital Group, LLC 378,738$10,378,0002.61%
HC FINANCIAL ADVISORS INC 79,575$2,180,0002.15%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 112,073$3,071,0002.03%
Private Vista, LLC 233,709$6,404,0001.87%
View complete list of WISDOMTREE TR shareholders